KINGSWOOD WEALTH ADVISORS, LLC
Q1 2025 13F Holdings
Location
San Diego, CA
Holdings as of
3/31/2025
Value ($000)
$2,616,739
Num holdings
766
Date filed
4/21/2025
Form type
13F-HR
Prev filing
1/22/2025
Next filing
7/23/2025
SEC
View on sec.gov
Note
Holdings aggregated across “other managers” listed in original SEC filing,
see here
for detailed holdings broken out by other managers
This filing has been restated,
see here
for the amended filing
Compare Q1 2025 to
2025 Q2
2025 Q1 - RESTATEMENT
2024 Q4
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type